You Can Be Crazy, Just Don’t Be Stupid
Category: Foster Group
Are you restless with your current career? Here are some steps to help you plan for a “crazy” career change and set some smart guardrails.
A Rude Awakening — You Need an Estate Plan Today!
Category: Foster Group
Just as the McCallisters left Kevin behind in their rush to the airport, without a Will, Trust, or Powers of Attorney in place, you risk leaving your loved ones unprotected and unprepared when you don't have an estate plan. Don’t delay—make your estate plan today!
What is “The Good Life?”
Category: Foster Group
I’ve spent forty-plus years thinking and talking about “the good life” question. With clients, fellow advisors, my family and friends. And while definitive answers are not easy to come by, it’s clear that how we answer (or don’t answer) the question will have a significant impact on the life-defining choices we make, day after day, year after year.
Invested in Women- Well Aged (and Well Read)
Category: Foster Group
Foster Group recently launched a new initiative called, “Invested in Women”. Invested in Women will provide opportunities for financial education, solutions, and connections in a variety of formats. In early October, we’ll be hosting our first book club and discussing the book, “Well Aged,” by Ralph Milton.
My Money Story
Category: Foster Group
Have you ever considered how your thinking about money was formed? Recently, I took a stroll down memory lane to discover my own “money story,” how I came to think about money.
The Second Home: A Different Kind of “Bond” Investment
Category: Foster Group
We need a different approach to evaluate an investment of the heart, a different kind of “bond” investment. An investment in joy requires a unique type of cost-benefit analysis.
Is it Possible to Stop Worrying About Money? Yes!
Category: Foster Group
One of the most important things we do at Foster Group isn’t tangible. It’s emotional. Let's look at some things that you might worry about but wish you no longer had to worry.
Three Fun Budgeting Benefits
Category: Foster Group
I’ve found some fun benefits to budgeting outside of the normal spend less, save more mantra.
Six Key Benefits to A Close Advisor-Client Relationship
Category: Foster Group
What are Key Benefits to A Close Advisor-Client Relationship? Let's look at a few that rise to the top.
Invested in Women- Well Aged (and Well Read)
Category: Foster Group
Foster Group recently launched a new initiative called, “Invested in Women”. Invested in Women will provide opportunities for financial education, solutions, and connections in a variety of formats. In early October, we’ll be hosting our first book club and discussing the book, “Well Aged,” by Ralph Milton.
My Money Story
Category: Foster Group
Have you ever considered how your thinking about money was formed? Recently, I took a stroll down memory lane to discover my own “money story,” how I came to think about money.
The Second Home: A Different Kind of “Bond” Investment
Category: Foster Group
We need a different approach to evaluate an investment of the heart, a different kind of “bond” investment. An investment in joy requires a unique type of cost-benefit analysis.
Is it Possible to Stop Worrying About Money? Yes!
Category: Foster Group
One of the most important things we do at Foster Group isn’t tangible. It’s emotional. Let's look at some things that you might worry about but wish you no longer had to worry.
Three Fun Budgeting Benefits
Category: Foster Group
I’ve found some fun benefits to budgeting outside of the normal spend less, save more mantra.
Six Key Benefits to A Close Advisor-Client Relationship
Category: Foster Group
What are Key Benefits to A Close Advisor-Client Relationship? Let's look at a few that rise to the top.
Running and Saving: A Lot’s the Same!
Category: Foster Group
My time in the financial industry has made me realize that saving is a lot like running. You do not necessarily always want to do it, but you know that it’s good for you and for your future.
Retirement Happiness
Category: Foster Group
What are the primary drivers of a happy retirement and overall wellness?
Celebrating 50 Years of Equal Credit Opportunities for Women
Category: Foster Group
As a woman in finance, I often like to think about how far we, as women, have come. A lot has changed for women in finance in the last 50 years, and I hope to see even more changes in the next 50!
The Once a Year Approach to Looking at Investments
Category: Foster Group
Last year was a very up and down year in the market. That’s not abnormal. In fact, it’s what happens most years. December 12 was the only time last year that I looked at the numbers. In not looking at the numbers throughout the year, I not only minimized worry, but also created the opportunity for a happy surprise.
Is Leasing Right for You?
Category: Foster Group
October was the worst month for new car sales at his dealership in over ten years. In fact, only about 10% of car buyers that month were electing to lease new vehicles and typically, leasing is less expensive than buying. What’s going on here?